See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,538 | $94,529-33.8% | $140,016-55.3% | $64,186-2.6% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -7.43% | 7.77%-15.2pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,794 | $3,812-52.9% | $5,606-68.0% | $2,381-24.6% |
| Participant deferral / active EE | $5,786 | $5,250+10.2% | $6,927-16.5% | $3,470+66.8% |
| Admin fee / account holder | $7,804 | $6,741+15.8% | $10,705-27.1% | $4,888+59.7% |